48,469 Shares in CocaCola Company (The) $KO Acquired by Camarda Financial Advisors LLC

Camarda Financial Advisors LLC bought a new position in CocaCola Company (The) (NYSE:KO) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 48,469 shares of the company’s stock, valued at approximately $3,939,000. CocaCola makes up approximately 1.2% of Camarda Financial Advisors LLC’s investment portfolio, making the stock its 26th biggest position.

Several other institutional investors have also recently added to or reduced their stakes in the business. Anfield Capital Management LLC boosted its stake in CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after acquiring an additional 294 shares in the last quarter. Louisbourg Investments Inc. bought a new stake in CocaCola in the first quarter valued at $25,000. Headlands Technologies LLC acquired a new position in shares of CocaCola during the second quarter valued at about $26,000. Evolution Wealth Management Inc. raised its holdings in shares of CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares during the period. Finally, Guardian Partners Inc. bought a new position in shares of CocaCola during the 2nd quarter worth about $27,000. 70.26% of the stock is owned by institutional investors and hedge funds.

CocaCola News Summary

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Analyst-model upgrade supports the shares. Zacks upgraded Coca-Cola to Rank #2 (Buy), citing improving earnings prospects. The company’s latest quarter also showed momentum, with revenue up 6.2% year over year and EPS of $0.97 exceeding consensus by $0.04. Coca-Cola Upgraded to Buy: Here’s What You Should Know
• Positive Sentiment: Defensive positioning is attracting demand. Market commentary indicates investors are favoring staples such as KO amid a more defensive trading environment. Coca-Cola’s relatively stable demand, strong margins and dividend profile can benefit from this rotation. Why is Coca-Cola drawing steady demand as staples turn defensive today?
• Positive Sentiment: Brand marketing could support seasonal sales. Coca-Cola launched a Fanta Halloween campaign designed to expand the brand’s presence during another major holiday period. The initiative is strategically positive, although its direct financial impact is not yet quantified. Coca-Cola launches Fanta Halloween campaign
• Neutral Sentiment: Post-earnings momentum is being reassessed. KO has gained since its latest earnings report, but analysts are watching estimate revisions and forward guidance to determine whether that performance can continue. Management’s full-year 2026 EPS guidance is $3.27–$3.30. Coca-Cola Up 1.1% Since Last Earnings Report: Can It Continue?
• Negative Sentiment: Higher bond yields pressure dividend-stock valuations. The 30-year Treasury yield has moved above 5.2%, making government bonds more competitive with Coca-Cola’s dividend and potentially weighing on income-oriented demand. The 30-Year U.S. Treasury Bond Now Has a Higher Yield Than Ford and Coca-Cola

Analyst Ratings Changes

Several brokerages have recently commented on KO. Royal Bank Of Canada raised their target price on CocaCola from $87.00 to $96.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Truist Financial set a $88.00 price target on CocaCola in a report on Friday, June 26th. Weiss Ratings restated a “buy (b+)” rating on shares of CocaCola in a report on Friday, July 31st. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 target price (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Finally, Jefferies Financial Group increased their target price on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Fifteen research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, CocaCola currently has a consensus rating of “Moderate Buy” and a consensus target price of $95.76.

CocaCola Trading Down 1.0%

KO opened at $89.16 on Friday. CocaCola Company has a fifty-two week low of $65.35 and a fifty-two week high of $92.49. The firm has a market capitalization of $383.59 billion, a PE ratio of 26.77, a P/E/G ratio of 3.14 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The company’s 50-day moving average is $85.12 and its 200 day moving average is $80.76.

CocaCola (NYSE:KO) last released its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $13.37 billion during the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a return on equity of 39.38% and a net margin of 28.56%.The company’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.87 EPS. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, research analysts predict that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is currently 63.66%.

Insider Activity at CocaCola

In related news, EVP Jennifer K. Mann sold 100,000 shares of CocaCola stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $79.46, for a total transaction of $7,946,000.00. Following the transaction, the executive vice president owned 181,384 shares of the company’s stock, valued at $14,412,772.64. The trade was a 35.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the sale, the chief financial officer owned 279,917 shares of the company’s stock, valued at $24,439,553.27. This trade represents a 35.26% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,594,900 shares of company stock valued at $136,568,617 over the last 90 days. Corporate insiders own 0.90% of the company’s stock.

About CocaCola

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.